EP1071028A2 - Système informatique de suivi automatique de transactions - Google Patents

Système informatique de suivi automatique de transactions Download PDF

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Publication number
EP1071028A2
EP1071028A2 EP00303868A EP00303868A EP1071028A2 EP 1071028 A2 EP1071028 A2 EP 1071028A2 EP 00303868 A EP00303868 A EP 00303868A EP 00303868 A EP00303868 A EP 00303868A EP 1071028 A2 EP1071028 A2 EP 1071028A2
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EP
European Patent Office
Prior art keywords
progress
party
parties
report
computer system
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Withdrawn
Application number
EP00303868A
Other languages
German (de)
English (en)
Other versions
EP1071028A3 (fr
Inventor
Roy James Bunyan
Christopher John Stokes
Graham Tull
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Fujitsu Services Ltd
Original Assignee
Fujitsu Services Ltd
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Fujitsu Services Ltd filed Critical Fujitsu Services Ltd
Publication of EP1071028A2 publication Critical patent/EP1071028A2/fr
Publication of EP1071028A3 publication Critical patent/EP1071028A3/fr
Withdrawn legal-status Critical Current

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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management

Definitions

  • This invention relates to a computer system for automatically tracking a transaction involving a number of parties.
  • the invention is particularly, although not exclusively, concerned with a system for monitoring the progress of a property (real estate) purchase.
  • One object of the present invention is to provide an improved and/or more cost effective way of providing such a service.
  • a computer system for automatically tracking a transaction involving a plurality of parties comprises:
  • the system may also automatically send an alert message to a specified party (e.g. the purchaser) if a potential problem is detected, e.g. if a progress report is overdue by more than a predetermined amount, or if one of the parties is not consistently sending progress reports.
  • a specified party e.g. the purchaser
  • a potential problem e.g. if a progress report is overdue by more than a predetermined amount, or if one of the parties is not consistently sending progress reports.
  • the system preferably also includes:
  • the embodiment of the invention to be described provides a service to a number of individual customers, to assist them in managing property purchase transactions.
  • the service is provided by a computer 10 which runs a program referred to herein as a home buyer agent 11.
  • a separate instance of the home buyer agent program is run for each transaction currently being managed.
  • the home buyer agent communicates with the customer 12 (i.e. the purchaser), and also with other parties involved in the transaction, such as financial services institution 13, solicitor 14, and estate agent 15.
  • the home buyer agent 11 makes use of the following elements in the computer 10:
  • the transaction database 16 holds the following data for the transaction:
  • the diary system 17 is used to keep track of the expected dates of progress reports from the parties 13 - 15. When the system is initially set up for a particular customer, entries will be made in the diary system for the expected dates of initial reports from each of the parties.
  • the message receiving system 18 includes an Inbox, which is identified by an address, unique to the current transaction.
  • the Inbox receives progress report messages from the parties involved in the transaction. Messages may be sent from the parties to the Inbox in various ways, including but not limited to electronic mail, direct entry by human operators following receipt of post, facsimile or telephone messages, output from voice recognition systems or optical character recognition systems used on post or facsimile messages.
  • the message sending system 19 includes an Outbox, which holds messages for sending to the parties 12 - 15.
  • the messages sent from the Outbox may be delivered by various means, including but not limited to electronic mail, messages sent to mobile telephones using the Short Messaging System (SMS), messages delivered to human operators to forward to recipients by telephone, post or facsimile, automatically produced facsimile or postal messages or automated voice messages.
  • SMS Short Messaging System
  • FIGS 2 and 3 show the operation of the home buyer agent 11 in more detail.
  • the home buyer agent 11 performs the following processing.
  • Step 21 The home buyer agent first checks the diary 17, to identify any overdue reports.
  • Step 22 The home buyer agent also checks the Inbox to see whether any overdue reports have just been received.
  • the home buyer agent determines whether the overdue reports (if any) are only slightly overdue, or significantly overdue, as defined by the processing rules 20.
  • the processing rules may specify that reports overdue by more than one week are to be regarded as significantly overdue.
  • Step 23 For reports that are only slightly overdue, the home buyer agent automatically sends a reminder to the party from whom the report is expected (unless a reminder has already been sent).
  • Step 24 For reports that are significantly overdue, the home buyer agent automatically sends an alert to the customer (unless an alert has already been sent).
  • Step 31 The home buyer agent waits for receipt of a new progress report from one of the parties.
  • Step 32 When a progress report is received, the system interprets or parses it as required, in order to facilitate further analysis.
  • the transaction database is then updated according to the contents of the message.
  • each progress report includes a text field. This is extracted from the report and filed in the transaction database along with its date of receipt.
  • each progress report from the solicitor further includes a table, which advantageously would be in a predefined format, listing the key events and their dates (actual or estimated). These are used to update the key events data held in the transaction database.
  • Step 33 The report is then passed to an analysis process, which analyses it according to the processing rules 20, to determine what action should be taken.
  • Step 34 In most cases, no further action is required on the report, apart from updating the diary with the next expected date for a progress report from the party concerned. This entry may be based on the content of the present report (e.g. if the party has specified when the next report will be sent), or derived from the processing rules (e.g. the rules may specify that the next report should be within two weeks). The agent then returns to the wait state.
  • a reply message may be automatically generated and sent to the report sender. For example if a progress report specifies an unacceptable date for the next report, the system may generate a message requesting an earlier date.
  • Step 36 an alert message may be sent to the customer. For example, if the progress report indicates that dates have slipped by more than a predetermined threshold amount, the system may generate an alert to warn the customer of this.
  • the customer is able log on to the service at any time via the Internet, to obtain information about the progress of the transaction.
  • the user After entering an appropriate user name and password, the user is presented with a main menu (not shown).
  • the main menu includes the following options:
  • the customer is presented with a screen as shown in Figure 4.
  • This includes the latest status reports from the financial services institution, the solicitor, and the estate agent, stored in the transaction database.
  • the system thus enables the customer to access an up-to-date consolidated status report on the transaction without having to contact each of the parties.
  • This screen also includes links, allowing the customer to contact any of the parties by electronic mail, if desired.
  • the customer is presented with a screen (not shown) containing links to a number of services appropriate to the current stage of the transaction. For example, if completion is expected shortly, this screen would contain a link to services for obtaining removals quotations, ordering change of address cards, and for automatically advising councils, utilities etc. of the impending move, as well as finding the best deals on gas and electricity in the new property.
  • Such modifications may involve multiple different delivery mechanisms for the sending and receiving of messages, and multiple different access channels for the customer to obtain details of the latest status of the transaction, such as the use of Interactive Television and facsimile messages.
  • the application could also be used as an internal system by the financial services institution or another party, who would then contact the customer as required to advise of the latest status.

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  • Engineering & Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Strategic Management (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Human Resources & Organizations (AREA)
  • Operations Research (AREA)
  • General Business, Economics & Management (AREA)
  • Marketing (AREA)
  • Data Mining & Analysis (AREA)
  • Quality & Reliability (AREA)
  • Tourism & Hospitality (AREA)
  • Physics & Mathematics (AREA)
  • Economics (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Debugging And Monitoring (AREA)
  • Information Transfer Between Computers (AREA)
  • Alarm Systems (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)
EP00303868A 1999-07-20 2000-05-09 Système informatique de suivi automatique de transactions Withdrawn EP1071028A3 (fr)

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
GB9916869 1999-07-20
GB9916869A GB2352307A (en) 1999-07-20 1999-07-20 Computer system for automatically tracking transactions

Publications (2)

Publication Number Publication Date
EP1071028A2 true EP1071028A2 (fr) 2001-01-24
EP1071028A3 EP1071028A3 (fr) 2002-10-02

Family

ID=10857488

Family Applications (1)

Application Number Title Priority Date Filing Date
EP00303868A Withdrawn EP1071028A3 (fr) 1999-07-20 2000-05-09 Système informatique de suivi automatique de transactions

Country Status (2)

Country Link
EP (1) EP1071028A3 (fr)
GB (1) GB2352307A (fr)

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
EP1438681A1 (fr) * 2001-09-26 2004-07-21 O'Halloran, Charles R. Procede et systeme de sortie d'un rapport de donnees analysees

Families Citing this family (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6321202B1 (en) * 1999-12-10 2001-11-20 Home Link Services, Inc. System and method for managing transactions relating to real estate
NZ534595A (en) * 2000-10-23 2005-12-23 Pctfiler Holdings Pty Ltd System and method of attracting and lodging PCT national phase applications

Citations (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
WO1991001022A1 (fr) * 1989-07-05 1991-01-24 Ramer And Associates, Inc. Systeme de reseau d'interactions avec modules d'action d'organisation electronique
EP0438020A2 (fr) * 1990-01-17 1991-07-24 International Business Machines Corporation Procédé et système pour la commande automatique de la distribution d'objets de donnée
WO1995012176A2 (fr) * 1993-10-29 1995-05-04 Keithley Ronald D Systeme de communication multimedia interactif donnant acces a des informations de branches d'activite specifiques
US5548506A (en) * 1994-03-17 1996-08-20 Srinivasan; Seshan R. Automated, electronic network based, project management server system, for managing multiple work-groups
EP0851372A2 (fr) * 1996-12-26 1998-07-01 Canon Kabushiki Kaisha Dispositif de traitement d'informations pour la gestion de données de planification et méthode adéquate
EP0867823A2 (fr) * 1997-03-24 1998-09-30 Canon Kabushiki Kaisha Appareil et procédé pour la notification

Family Cites Families (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5182705A (en) * 1989-08-11 1993-01-26 Itt Corporation Computer system and method for work management
US5950175A (en) * 1994-10-14 1999-09-07 Merrill Lynch, Pierce, Fenner & Smith Incorporated System for managing real estate SWAP accounts
JPH11272745A (ja) * 1998-03-23 1999-10-08 Misawa Homes Co Ltd 不動産情報管理システム
AU710480B3 (en) * 1999-04-06 1999-09-23 Robert Deans Method of exchanging property

Patent Citations (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
WO1991001022A1 (fr) * 1989-07-05 1991-01-24 Ramer And Associates, Inc. Systeme de reseau d'interactions avec modules d'action d'organisation electronique
EP0438020A2 (fr) * 1990-01-17 1991-07-24 International Business Machines Corporation Procédé et système pour la commande automatique de la distribution d'objets de donnée
WO1995012176A2 (fr) * 1993-10-29 1995-05-04 Keithley Ronald D Systeme de communication multimedia interactif donnant acces a des informations de branches d'activite specifiques
US5548506A (en) * 1994-03-17 1996-08-20 Srinivasan; Seshan R. Automated, electronic network based, project management server system, for managing multiple work-groups
EP0851372A2 (fr) * 1996-12-26 1998-07-01 Canon Kabushiki Kaisha Dispositif de traitement d'informations pour la gestion de données de planification et méthode adéquate
EP0867823A2 (fr) * 1997-03-24 1998-09-30 Canon Kabushiki Kaisha Appareil et procédé pour la notification

Cited By (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
EP1438681A1 (fr) * 2001-09-26 2004-07-21 O'Halloran, Charles R. Procede et systeme de sortie d'un rapport de donnees analysees
EP1438681A4 (fr) * 2001-09-26 2006-04-19 Charles R O'halloran Procede et systeme de sortie d'un rapport de donnees analysees

Also Published As

Publication number Publication date
GB2352307A (en) 2001-01-24
EP1071028A3 (fr) 2002-10-02
GB9916869D0 (en) 1999-09-22

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